Please see terms and conditions for restrictions on use of Citywire's Fund Manager database.

Morgan Stanley Global Core Portfolio;I

Ranked 7 out of 18 in Global Large-Cap Core over 12 months

All calculations are in USD unless stated

The Fund seeks long-term capital appreciation. It invests primarily in U.S. and non-U.S. companies. The Adviser utilizes both a top-down and a bottom-up stock selection process, seeking investments in companies with attractive valuations, above average appreciation potential and competitive dividend yields.

sector performance

Global Large-Cap Core
Rank Fund Name Currency Loss
14 Sarofim Equity Fund USD -6.8%
15 USAA World Growth Fund;Fund USD -6.8%
16 MFS Global Equity Fund;B USD -6.9%
17 Morgan Stanley Global Core Portfolio;I USD -7.0%
18 MainStay Epoch Global Choice Fund;I USD -8.4%
View full league table

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.9%
2017 22.3% 5.9% 4.7% 4.6% 5.4%
2016 5.6% -1.6%

Returns Vs Risk

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).

Registered For Sale In

  1. United States

Fund Info

  • Launch date27/05/2016
  • Share Class size10Mn
  • Base currencyUSD
  • ISINUS61766J8808

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0

Charges